Covestor Ltd — 13F Holdings & Portfolio

CIK 1909846 · latest 13F-HR filed 2026-08-07

Covestor Ltd manages $173.2K in 13F-reported U.S. long-equity assets across 2,901 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (2.18%), VEA (2.09%), WULF (1.92%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 103 new positions, exited 106, added to 1,444, and trimmed 643.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
20 FENCHURCH STREET
FLOOR 12
LONDON EC3M 3BY
Phone
+1 (866) 825-3005
Filing Manager
Covestor Ltd
LONDON, X0
Signatory
Jeffrey Roth
General Counsel & CCO
Loading holdings…
AUM

$173.2K

Long-equity book

Holdings

2,901

Distinct positions

Period

2026-06-30

Filed 2026-08-07

Q/Q Activity

+103 / −106 / ↑1444 / ↓643

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD S&P 500 ETF$2.0K +2282.0%
  • FERMI INC$1.9K +47900.0%
  • GALAXY DIGITAL INC-A$1.7K +2219.2%
  • AMERICAN SUPERCONDUCTOR CORP$1.7K +171600.0%
  • TERAWULF INC$1.4K +72.3%
Show all 1444

Top Trims

  • RYERSON HOLDING CORP-$1.4K -97.6%
  • SS SPDR BB 1-3M T-BILL ETF-$1.4K -80.2%
  • ONDAS INC-$1.2K -100.0%
  • FREQUENCY ELECTRONICS INC-$1.1K -75.7%
  • METALLUS INC-$1.1K -62.8%
Show all 643

New Positions

  • BABCOCK & WILCOX ENTERPR$1.6K
  • TSS INC$1.1K
  • HALLADOR ENERGY CO$672
  • SPACE EXPLORATION TECHN-CL A$348
  • INMODE LTD$290
Show all 103

Exited Positions

  • ENVIRI CORP$679
  • COTERRA ENERGY INC$110
  • DIREXION DAILY NVDA BULL 2X$109
  • PROASSURANCE CORP$98
  • CLEARWATER ANALYTICS HDS-A$76
Show all 106
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD TOTAL STOCK MKT ETF VTI 922908769 $3.8K 2.18% 10,182 SH
2 VANGUARD FTSE DEVELOPED ETF VEA 921943858 $3.6K 2.09% 50,745 SH
3 TERAWULF INC WULF 88080T104 $3.3K 1.92% 134,543 SH
4 VANGUARD FTSE EMERGING MARKE VWO 922042858 $2.5K 1.45% 42,056 SH
5 VANGUARD S&P 500 ETF VOO 922908363 $2.1K 1.22% 3,087 SH
6 NVIDIA CORP NVDA 67066G104 $2.1K 1.19% 10,323 SH
7 FERMI INC FRMI 314911108 $1.9K 1.11% 209,572 SH
8 ECHOSTAR CORP-A ECHO 278768106 $1.9K 1.09% 18,580 SH
9 VANGUARD HIGH DVD YIELD ETF VYM 921946406 $1.8K 1.05% 11,510 SH
10 GALAXY DIGITAL INC-A GLXY 36317J209 $1.8K 1.04% 66,159 SH
11 HUT 8 CORP HUT 44812J104 $1.8K 1.02% 15,316 SH
12 AMERICAN SUPERCONDUCTOR CORP AMSC 030111207 $1.7K 0.99% 41,348 SH
13 CORE SCIENTIFIC INC CORZ 21874A106 $1.7K 0.98% 66,547 SH
14 BABCOCK & WILCOX ENTERPR BW 05614L209 $1.6K 0.90% 110,101 SH
15 ST JOE CO/THE JOE 790148100 $1.5K 0.85% 23,593 SH
16 DIREXION DAILY S&P 500 BULL SPXL 25459W862 $1.4K 0.80% 5,137 SH
17 UNUSUAL MACHINES INC /US UMAC 91532F102 $1.4K 0.78% 60,802 SH
18 APPLE INC AAPL 037833100 $1.3K 0.77% 4,638 SH
19 NATIONAL ENERGY SERVICES REU NESR G6375R107 $1.3K 0.77% 44,357 SH
20 ALPHABET INC-CL A GOOGL 02079K305 $1.3K 0.75% 3,615 SH
21 COGNEX CORP CGNX 192422103 $1.3K 0.73% 17,516 SH
22 TSS INC TSSI 87288V101 $1.1K 0.66% 93,087 SH
23 ALPHABET INC-CL C GOOG 02079K107 $1.0K 0.59% 2,896 SH
24 MICRON TECHNOLOGY INC MU 595112103 $1.0K 0.59% 879 SH
25 OSHKOSH CORP OSK 688239201 $1.0K 0.58% 6,561 SH
26 MICROSOFT CORP MSFT 594918104 $1.0K 0.58% 2,689 SH
27 PARK-OHIO HOLDINGS CORP PKOH 700666100 $994 0.57% 25,833 SH
28 VANGUARD TOTAL BOND MARKET BND 921937835 $978 0.56% 13,328 SH
29 CLEANSPARK INC CLSK 18452B209 $976 0.56% 67,070 SH
30 BERKSHIRE HATHAWAY INC-CL B BRK.B 084670702 $970 0.56% 1,938 SH
31 ROCKWELL AUTOMATION INC ROK 773903109 $940 0.54% 1,899 SH
32 ABIVAX SA-ADR ABVX 00370M103 $902 0.52% 6,774 SH
33 PORCH GROUP INC PRCH 733245104 $889 0.51% 59,111 SH
34 VISTANCE NETWORKS INC VISN 20337X109 $852 0.49% 66,630 SH
35 META PLATFORMS INC-CLASS A META 30303M102 $814 0.47% 1,444 SH
36 AMAZON.COM INC AMZN 023135106 $787 0.45% 3,304 SH
37 DEERE & CO DE 244199105 $755 0.44% 1,189 SH
38 KOPPERS HOLDINGS INC KOP 50060P106 $716 0.41% 15,955 SH
39 BITDEER TECHNOLOGIES GROUP-A BTDR G11448100 $701 0.40% 44,132 SH
40 BROADCOM INC AVGO 11135F101 $695 0.40% 1,840 SH
41 ANTERIX INC ATEX 03676C100 $683 0.39% 6,637 SH
42 HALLADOR ENERGY CO HNRG 40609P105 $672 0.39% 38,591 SH
43 DIREX DAIL SEMI BU 3X ET-USD SOXL 25459W458 $649 0.37% 2,433 SH
44 METALLUS INC MTUS 887399103 $628 0.36% 33,602 SH
45 ISHARES NATIONAL MUNI BOND E MUB 464288414 $594 0.34% 5,523 SH
46 TRIPADVISOR INC TRIP 896945201 $593 0.34% 43,261 SH
47 ENERGY VAULT HOLDINGS INC NRGV 29280W109 $581 0.34% 123,382 SH
48 ASBURY AUTOMOTIVE GROUP ABG 043436104 $570 0.33% 2,838 SH
49 PALLADYNE AI CORP PDYN 80359A205 $570 0.33% 93,816 SH
50 VANGUARD MID-CAP ETF VO 922908629 $566 0.33% 7,024 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $173.2K 2,901 0001909846-26-000008
2026-03-31 2026-05-05 $144.3K 2,927 0001909846-26-000007
2025-12-31 2026-02-06 $191.0K 2,900 0001909846-26-000001